Define

Define Your Need

All good story writers begin with the end point in mind.

Creating your own success story starts with defining the business objectives you’re aiming to achieve, understanding the skill gaps that are preventing you from meeting them, and building urgency and alignment across your stakeholders.

Where this involves multiple sales teams, channels, and regions, it can be important to define the specific challenges in each, to clarify the areas of need that are consistent across the organization, and those where localization will be necessary.

Definition Workshop

(Attended by sales & other stakeholders)

Quantify business objectives (leading and lagging indicators)

Select which skills, by role, will drive these outcomes

Identify approximate current and target levels for each skill

Identify other changes required (e.g. values; environment)

Confirm urgency, timeframes, budget, and governance

Optional Gap Assessment

This is useful if no consensus exists yet, or where a more formal approach is needed

180 or 360 degree assessments give accuracy at a low cost, but other more detailed forms of assessment are also available